See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,222 |
Filed as: ONEDIGITAL Service code 27 · EIN 43-1451524 | Advisory (Plan) | $52,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,385 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,787 | $104,919+57.1% | $116,228+41.8% | $85,563+92.6% |
| Participation rate | 97.8% | 78.6%+19.1pp | 74.6%+23.2pp | 66.0%+31.8pp |
| Annual return | 15.73% | 15.38%+0.3pp | 90.06%-74.3pp | 31.51%-15.8pp |
| Employer contribution / active EE | $5,702 | $3,485+63.6% | $2,994+90.4% | $2,654+114.9% |
| Participant deferral / active EE | $8,278 | $5,306+56.0% | $4,953+67.1% | $4,375+89.2% |
| Admin fee / account holder | $104 | $429-75.8% | $11,989-99.1% | $834-87.6% |